# Seek The Plan

Seek The Plan is a Multi Family Office based in Greenbelt, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Greenbelt, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** seektheplan.com

## Regulatory record

- **CRD number:** 304799
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304799

## About

SEEK THE PLAN is a state-registered investment adviser in GREENBELT, MD. It has 1 employee and 1 investment adviser. The firm is based in Maryland.

## Sectors

- Financial Services
- Wealth Management

## People

- Randy Lesch — Founder
- Randy Lesch — Managing Partner

## Questions

### Who runs investment decisions at Seek The Plan?

Randy Lesch serves as founder and managing partner, directing the firm's investment and planning strategies. The firm does not publicly name a separate CIO or investment committee.

### Does Seek The Plan participate in direct investments or only fund commitments?

Seek The Plan allocates client capital across equities, fixed income, real estate, and private investments, primarily through separately managed accounts and limited partnerships. Its direct investment activity, if any, is not publicly detailed.

### What geographic focus does Seek The Plan maintain?

Its client base and investment exposure are concentrated in the United States, with specific holdings in Ohio-based real estate and regional businesses. The firm has not disclosed any international offices or cross-border mandates.

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- [Level Four Capital Management](https://altss.com/profile/level-four-capital-management)
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Last updated: 2026-07-06T01:24:25.220Z

Canonical page: https://altss.com/profile/seek-the-plan

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